VS CRM

Task Report

To access this feature, open your CRM Dashboard and click on Reports. From the dropdown menu, select Task Report to open the Task Report page.

TaskReport

Setup Instructions

  • Step 1

    If you want to see which user is assigned which task, go to the Task Report page.

  • Step 2

    If a user wants to see which task is assigned to them, they can also check the Task Report.

  • Step 3

    Here you can view all task-related reports in detail.

  • Step 4

    You can also filter tasks using the Filter & Control section for better visibility.

TaskReport1
TaskReport2

💡 Pro Tip: Use Filters Wisely

Filtering tasks helps you quickly find relevant tasks assigned to specific users or by status, saving time and improving workflow.